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Walmart
WMT

Overview Fund Activity

1,509 hedge funds and large institutions have $65B invested in Walmart in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 571 increasing their positions, 665 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,509
Holders Change
-11
Holders Change %
-0.72%
% of All Funds
37.62%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.75%
New
99
Increased
571
Reduced
665
Closed
96
Calls
$832M
Puts
$1.33B
Net Calls
-$500M
Net Calls Change
+$142M

Top Buyers

1
BlackRock
BlackRock
New York
+$6.23B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$230M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$187M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$161M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$147M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$185M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$121M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$109M
4
PPA
Parametric Portfolio Associates
Washington
-$101M
5
Morgan Stanley
Morgan Stanley
New York
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
251
NorthCoast Asset Management
Connecticut
$20.9M -$2.56M -106,446 -11%
FMI
252
Factory Mutual Insurance
Massachusetts
$20.8M -$7.42M -309,000 -26%
JIC
253
Johnson Investment Counsel
Ohio
$20.6M +$17.6M +730,995 +574%
Public Employees Retirement Association of Colorado
254
Public Employees Retirement Association of Colorado
Colorado
$20.5M -$864K -35,967 -4%
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$20.5M -$103K -4,278 -0.5%
KCM
256
Kornitzer Capital Management
Kansas
$20.5M +$11.2K +468 +0.1%
CIC
257
Crawford Investment Counsel
Georgia
$20.3M +$1.08M +45,126 +6%
CAM
258
Capstone Asset Management
Texas
$20.1M +$122K +5,064 +0.6%
URS
259
Utah Retirement Systems
Utah
$20M +$28.8K +1,200 +0.1%
AII
260
AGF Investments Inc
Ontario, Canada
$19.8M +$27.4K +1,140 +0.1%
QIM
261
Quantitative Investment Management
Virginia
$19.8M +$19.8M +825,000 New
SI
262
Stephens Inc
Arkansas
$19.6M +$1.93M +80,190 +11%
Mitsubishi UFJ Asset Management
263
Mitsubishi UFJ Asset Management
Japan
$19.4M +$731K +30,432 +4%
JCM
264
Janney Capital Management
Pennsylvania
$19.3M -$989K -41,166 -5%
CCT
265
Country Club Trust
Missouri
$18.7M +$285K +11,865 +2%
SOADOR
266
State of Alaska Department of Revenue
Alaska
$18.6M +$646K +26,895 +4%
DA
267
Denali Advisors
California
$18.6M +$4.23M +176,181 +29%
ACPU
268
Arrowgrass Capital Partners (US)
Delaware
$18.4M +$11.6M +483,765 +172%
TBC
269
Tweedy, Browne Co
Connecticut
$18.4M -$361K -15,030 -2%
CB
270
Commerce Bank
Missouri
$18.3M -$221K -9,201 -1%
UCFA
271
United Capital Financial Advisors
Texas
$17.8M +$1.49M +62,157 +9%
Lazard Asset Management
272
Lazard Asset Management
New York
$17.4M +$339K +14,127 +2%
JIR
273
James Investment Research
Ohio
$17.4M -$5.12M -212,898 -23%
HIMC
274
Heritage Investors Management Corp
Maryland
$17.1M +$241K +10,026 +1%
EIP
275
Epoch Investment Partners
New York
$16.9M +$14.8M +615,057 +681%
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